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Disclosed positions
Robertson Opportunity Capital, LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- SOMNIGROUP INTERNATIONAL INC
- Ticker
- SGI
- Class
- COM
- Reported value
- $27,818,358
- Reported amount
- 354,826
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001352122-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $27,818,358 | 354,826 | SH | None |
| WILLIAMS COS INC | WMB | COM | $27,117,894 | 364,782 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $26,730,121 | 75,652 | SH | None |
| ARCH CAP GROUP LTD | ACGL | ORD | $19,616,408 | 202,106 | SH | None |
| HF SINCLAIR CORP | DINO | COM | $14,598,501 | 209,598 | SH | None |
| IRIDIUM COMMUNICATIONS INC | IRDM | COM | $13,731,478 | 250,346 | SH | None |
| RINGCENTRAL INC | RNG | CL A | $13,331,160 | 342,000 | SH | None |
| RENTOKIL INITIAL PLC | RTO | SPONSORED ADR | $10,754,299 | 375,893 | SH | None |
| COPART INC | CPRT | COM | $9,510,968 | 337,388 | SH | None |
| CBRE GROUP INC | CBRE | CL A | $9,293,610 | 69,000 | SH | None |
| SYNOPSYS INC | SNPS | COM | $8,787,579 | 19,700 | SH | None |
| META PLATFORMS INC | META | CL A | $8,710,717 | 15,464 | SH | None |
| FISERV INC | FISV | COM | $7,637,625 | 155,711 | SH | None |
| FLUTTER ENTMT PLC | FLUT | SHS | $6,021,900 | 58,940 | SH | None |
| PAYPAL HLDGS INC | PYPL | COM | $5,998,350 | 138,915 | SH | None |
| ONEOK INC NEW | OKE | COM | $5,936,002 | 68,277 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $5,916,969 | 15,300 | SH | None |
| CEVA INC | CEVA | COM | $5,687,590 | 120,602 | SH | None |
| CELLEBRITE DI LTD | CLBT | ORDINARY SHARES | $5,301,304 | 363,103 | SH | None |
| NASDAQ INC | NDAQ | COM | $4,338,174 | 55,039 | SH | None |
| CF INDUSTRIES HOLD | CF | COM | $4,330,400 | 40,000 | SH | None |
| QORVO INC | QRVO | COM | $3,411,257 | 36,574 | SH | None |
| MARKETAXESS HLDGS INC | MKTX | COM | $3,271,917 | 28,830 | SH | None |
| GRAYSCALE ETHEREUM STAKING E | ETHE | SHS | $3,210,965 | 251,643 | SH | None |
| CAMECO CORP | CCJ | COM | $2,867,257 | 28,149 | SH | None |
| SERVICENOW INC | NOW | COM | $1,588,480 | 16,000 | SH | None |
| ISHARES ETHEREUM TR | ETHA | SHS | $1,252,017 | 105,300 | SH | None |
| GRAYSCALE ETHEREUM STAKING | ETH | SHS NEW | $618,695 | 41,164 | SH | None |
| ALIGHT INC | ALIT | COM CL A | $308,000 | 550,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.